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Schwab U.S Small- Cap ETF
SCHA

1,165 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 53 → 58 (+5)

2% more funds holding

Funds holding: 1,137 → 1,165 (+28)

2.05% less ownership

Funds ownership: 34.8% → 32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
–
Net Calls
+$2.83M
Net Calls Change
+$1.32M

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$56M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$28.5M
3
NYLIM
New York Life Investment Management
New York
+$21.8M
4
KAS
Kestra Advisory Services
Texas
+$21.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.1M
3
SEI Investments
SEI Investments
Pennsylvania
-$21.1M
4
FI
FIDELIS iM
Oregon
-$15.3M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
926
Sax Wealth Advisors
New Jersey
$221K +$211K +7,909 New
2L
927
25 LLC
Missouri
$221K +$211K +7,904 New
LA
928
LexAurum Advisors
Kansas
$220K -$18.7K -698 -8%
BC
929
Barnett & Company
Tennessee
$220K +$211K +7,874 New
SFS
930
Strategic Financial Services
New York
$219K +$210K +7,864 New
SQA
931
Simon Quick Advisors
New Jersey
$216K +$207K +7,751 New
AWP
932
Astra Wealth Partners
New Jersey
$216K +$207K +7,739 New
FBC
933
Fairfield, Bush & Co
Connecticut
$216K +$207K +7,737 New
AL
934
ADE LLC
Maryland
$215K +$206K +7,715 New
HCWM
935
Hidden Cove Wealth Management
Washington
$213K +$204K +7,646 New
BHWM
936
Beaird Harris Wealth Management
Texas
$212K – – –
QPWM
937
Quadrant Private Wealth Management
Pennsylvania
$211K +$202K +7,553 New
HIM
938
Harbour Investment Management
Washington
$211K +$202K +7,547 New
ESB
939
Essex Savings Bank
Connecticut
$210K +$202K +7,544 New
BBW
940
Blue Barn Wealth
Utah
$209K +$200K +7,489 New
TWM
941
Topsail Wealth Management
North Carolina
$207K – – –
JBW
942
Journey Beyond Wealth
Georgia
$206K +$198K +7,401 New
AIMC
943
Alley Investment Management Company
Illinois
$206K +$198K +7,396 New
BCM
944
Becker Capital Management
Oregon
$204K -$26.7K -1,000 -12%
PWM
945
PTM Wealth Management
United States
$204K +$193K +7,200 New
AA
946
Apriem Advisors
California
$203K +$195K +7,285 New
TIM
947
Total Investment Management
Arizona
$203K -$56.1K -2,099 -22%
GWMR
948
GC Wealth Management RIA
Massachusetts
$203K +$194K +7,266 New
MFA
949
Mayflower Financial Advisors
Massachusetts
$203K +$194K +7,268 New
MA
950
Modus Advisors
Minnesota
$202K -$36.9K -1,380 -16%
36 37
38
39 40

SCHA Hedge Fund Activity: Q3 2025 in Review

1,165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2025, worth a combined $6.7B — up 11% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHA positions and 37 closed out — a net gain of 52 holders — while 418 added to existing stakes and 476 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $56M. The largest seller was Bank of America, cutting an estimated $46.5M.

  • 1,165 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2025, up from 1,137 in Q2 2025.
  • Funds reported $6.7B of Schwab U.S Small- Cap ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2025 and 37 closed out, a net change of +52 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $56M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q3 2025 was Bank of America, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2025.